Primary Care

Every call answered.
Every patient placed.

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01 Inbound Calls

Every call answered. Every request routed.

New patient inquiries, sick visits, prescription refills, and lab result questions: the AI phone agent handles all call types across all locations, around the clock. Nothing reaches voicemail.

100% call coverage

The AI phone agent answers all inbound calls: scheduling, prescription refills, sick visit requests, lab results follow-up, and clinical questions, 24 hours a day, across all locations.

Smart routing

Scheduling calls trigger live eligibility verification. Sick visit requests are flagged for same-day routing. Clinical questions reach staff with a structured summary already waiting.

Live Call Queue All locations active
New patientEligibility check triggered
Sick visitSame-day routing applied
Rx RefillEHR lookup in progress
Lab resultsRouted to clinical staff
100% call coverage · 24 hours a day
Eligibility Verification
✓ Primary insurance verified
✓ In-network status confirmed
✓ Deductible status checked
✓ Copay applied
✓ Pre-auth requirement identified
All checks run automatically · No manual lookup
02 Insurance & Eligibility

Every patient verified before a slot is offered.

Eligibility runs live during the scheduling call. Network status, deductible, copay, and pre-authorization requirements verified automatically before any appointment is booked.

Real-time eligibility

Insurance status, network participation, deductible, and copay verified during the call. Pre-authorization requirements identified by payer and service type. No manual portal lookup required.

Out-of-network filtered early

Out-of-network and ineligible patients identified before entering the scheduling queue, preventing rescheduling and billing surprises downstream.

03 Patient Scheduling

Booked and confirmed. No coordinator required.

Established patients are routed to their existing provider. New patients follow referral designation. Insurance network overrides applied automatically. Confirmations sent before the call ends.

Provider continuity rules

Established patients stay with their current doctor. New patients follow referral designation. Insurance network requirements override when applicable. No manual rule lookup.

No callback loops

New patient, follow-up, and sick visit appointments booked and confirmed in a single call. Patients never wait for a return call.

Provider Routing · Eligibility verified
Dr. Reyes
→ 8:30 AM Mon · New patient · Referral designation
Available
Dr. Reyes
→ 2:00 PM Wed · Follow-up · Established patient
Available
Dr. Pham
Network override
EHR Lookup · Real-time during call
Patient recordFound · Chart #18374
Referring providerDr. Kapoor · Linked
Active medications4 on file
Last visitApr 08 Dr. Reyes
Call outcome writtenScheduled · Auto-logged
Zero manual entry · Written on call end
04 EHR Integration

Charts built. Documents filed. Ready for approval.

Patient records, medication status, and available slots pulled live during every call. Referring provider linked automatically. New charts created when no record exists.

Real-time patient lookup

The agent pulls patient records, active medications, and available slots live during every call. Referring provider field populated correctly in patient demographics. New records created when no chart is found.

Zero manual entry

Every call outcome written directly to the chart on call end. No staff transcription, no data entry queue.

Ready to get started?

See how TriFetch works for your primary care practice.

Book a Demo → Call Linda · (240) 981-5499